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Feb 21, 2013
02/13
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the discretionary part of the u.s. budge set skewed toward military spending and even though the iraq war is over and afghanistan is winding down, the defense department has not turned its back. judging by what they plan on going after in order to do so, 800,000 civilian jobs instead of huge overhead meant to fight the soviet union, japan and, germany, no matter that my old pal and partner, larry kudlow has a terrific piece on cnbc.com today, which points out the entire harm from the sequester this year might come to $44 million, and that's just a quarter of 1% of our gdp. my worries is that the fed will take notice and not do the wrong thing if we go over the sequestration cliff. we thank the conclusion of the payroll tax holiday, and the rising gas prices are weighing on the consumer. does d the fed see that this coming last month when things were rosier. is this when they bail on plans to help the economy and start hurting it? the fed chief is sticking by 6.5% unemployment goal. that's still a percent before the gre
the discretionary part of the u.s. budge set skewed toward military spending and even though the iraq war is over and afghanistan is winding down, the defense department has not turned its back. judging by what they plan on going after in order to do so, 800,000 civilian jobs instead of huge overhead meant to fight the soviet union, japan and, germany, no matter that my old pal and partner, larry kudlow has a terrific piece on cnbc.com today, which points out the entire harm from the sequester...
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Feb 5, 2013
02/13
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but i think the u.s. economy is much bigger, and the u.s. economy is much more relevant. >> i'm not sure actually the european equities have outperformed. i'm not totally sure about that, todd. mark, just before we let you go, do we worry about europe or basically take it off the agenda? >> no, i'm not prepared to take it off the agenda at all. i think it's been remarkably quiet on that front. but the gain was clearly last july when mario draghi said whatever it takes. recently he's said positive contagion is occurring across the euro area. we're bullish on european equities, but not taking our eye off the ball. >> guys, thank you very much for your time. martin there, and todd. >> thank you. >> let's get to shares of yum brands. shares trading sharply lower this morning. fourth-quarter earnings did beat by a penny, but man, the same-store sales in china, fastest growing market, down 6%. fresh off the conference call. a neutral lowered price target from 69 to 63. david, welcome back. >> good morning. >> you had outlined prior to the quarter
but i think the u.s. economy is much bigger, and the u.s. economy is much more relevant. >> i'm not sure actually the european equities have outperformed. i'm not totally sure about that, todd. mark, just before we let you go, do we worry about europe or basically take it off the agenda? >> no, i'm not prepared to take it off the agenda at all. i think it's been remarkably quiet on that front. but the gain was clearly last july when mario draghi said whatever it takes. recently he's...
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Feb 28, 2013
02/13
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what they have to do is take the u.s. playbook, as they call it, and take it to the international markets can, which is not just one market. europe is big, uk within that is a big market. they have to take a lot of the technology from the u.s. internationally and as they do that, international should start to turn a profit. it lost money for the second quarter in a row in the fourth quarter. it was profitable earlier but i think that changed to where its profitability is in the second quarter. >> trying to draw merchants in and participate, i assume you're sensing some hesitancy by merchants to play. is that also in the process of turning it around? >> i think their strategy is to upgrade the merchant quality. so in doing that they are going to find some merchants that haven't tried groupon who might be willing to try it. i think groupon's strategy is, let's give more merchants a try and some merchants that are maybe more national and with product that had more clout, that's where they are going which, again, long term is
what they have to do is take the u.s. playbook, as they call it, and take it to the international markets can, which is not just one market. europe is big, uk within that is a big market. they have to take a lot of the technology from the u.s. internationally and as they do that, international should start to turn a profit. it lost money for the second quarter in a row in the fourth quarter. it was profitable earlier but i think that changed to where its profitability is in the second quarter....
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Feb 6, 2013
02/13
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. ♪ >>> u.s. government is suing s&p and its parent company mcgraw hill perhaps for as much as $5 million over its massive ratings mistakes on mortgage bonds and subprime issues. so far only s&p is being sued. while s&p's parent mcgraw hill stock dropped by 24%, moody's is also down by 20% since this news broke. let's ask two key questions right up front. first, is there a smoking gun inside s&p? or is this political pay back for s&p cutting the u.s. debt rating back in 2011? here's what the attorney for standard & poor's floyd abrams told david faber on cnbc earlier today. >> i don't think anyone knows. is it true that after the downgrade the intensity of the investigation significantly increased? yeah. i'm sure the government would say that it had nothing to do with it. we don't know why. >> but it did increase after the downgrade. >> yeah. >> but you don't though wt tho'. >> how could i? >> eric holder addressed that at his press conference today. >> they did what they did assessing what the cr
. ♪ >>> u.s. government is suing s&p and its parent company mcgraw hill perhaps for as much as $5 million over its massive ratings mistakes on mortgage bonds and subprime issues. so far only s&p is being sued. while s&p's parent mcgraw hill stock dropped by 24%, moody's is also down by 20% since this news broke. let's ask two key questions right up front. first, is there a smoking gun inside s&p? or is this political pay back for s&p cutting the u.s. debt rating...
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Feb 28, 2013
02/13
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the u.s. economy must be slowing. right? i mean, on account of all that negative stuff people keep talking about. guess what. today made the notion seem fanciful. we got good macro, meaning we saw durable goods data, showing demand for machinery rose the most in two years. how does that happen? it comes on top of the recent increase in container board, the corrugated box stuff that your packages come in, fedex and stuff. one of the most sensitive economic indicators out there and then a $50 increase in sheet steel, it fell from a match by ak steel. and you cannot put through container board and steel price hikes in a weak economy. you would say, no, no. i need more evidence. take a look at transports, incredibly sensitive to commerce. today they rallied the most since july last year. jb hunt, almost up four points, 52-week high. i don't talk about the truckers enough, my bad. i spend too much time on transporters like ups. a name my charitable trust bought more of. and fedex. but the truckers are a fabulous indicator of econ
the u.s. economy must be slowing. right? i mean, on account of all that negative stuff people keep talking about. guess what. today made the notion seem fanciful. we got good macro, meaning we saw durable goods data, showing demand for machinery rose the most in two years. how does that happen? it comes on top of the recent increase in container board, the corrugated box stuff that your packages come in, fedex and stuff. one of the most sensitive economic indicators out there and then a $50...
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Feb 15, 2013
02/13
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and get up and go to the post office anymore. [ male announcer ] with stamps.com you can print real u.s. postage for all your letters and packages. i have exactly the amount of postage i need, the instant i need it. can you print only stamps? no... first class. priority mail. certified. international. and the mail man picks it up. i don't leave the shop anymore. [ male announcer ] get a 4 week trial plus $100 in extras including postage and a digital scale. go to stamps.com/tv and never go to the post office again. of the most highly recommended bed in america, the tempur-pedic ergo system. treat yourself to the ultimate sleep experience and save up to $400 during the tempur ergo savings event. plus, visit tempurpedic.com for full details on our 0% apr financing with up to five years to pay. don't wait. five years special financing ends february 18th, and the tempur ergo savings event ends february 24th. visit tempurpedic.com now. tempur-pedic -- the most highly recommended bed in america. >>> how on earth are you supposed to pick stocks for the long haul when sectors are constantly goi
and get up and go to the post office anymore. [ male announcer ] with stamps.com you can print real u.s. postage for all your letters and packages. i have exactly the amount of postage i need, the instant i need it. can you print only stamps? no... first class. priority mail. certified. international. and the mail man picks it up. i don't leave the shop anymore. [ male announcer ] get a 4 week trial plus $100 in extras including postage and a digital scale. go to stamps.com/tv and never go to...
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Feb 19, 2013
02/13
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according to u.s. macizations activity is double what it was the same period last year and the second highest year-to-date total ever, second only to the year 2000. maria. >> thank you so much. kayla. not just retail. investors seeing a pickup in m & a action. warren buffett entered the ring with the buyout of heinz. peter weinberg joins us now. peter, nice to have you on the program. >> thank you, maria. your firm did the nyc ice deal, a number of other deals. advisory business has been incredibly busy. what's behind the new string of deals. >> i think the whole street is busy. all of the m & a departments, here and in left-hand op, are burning the midnight oil. there's some of the old chestnuts we we've had for years frankly. lots of cash. good capital structures, low interest rates so all of that -- nothing has changed with respect to that. what has headached is the market's receptivity to deals. i think it's interesting that the berkshire hathaway stock went up. the comcast stock went up upon their
according to u.s. macizations activity is double what it was the same period last year and the second highest year-to-date total ever, second only to the year 2000. maria. >> thank you so much. kayla. not just retail. investors seeing a pickup in m & a action. warren buffett entered the ring with the buyout of heinz. peter weinberg joins us now. peter, nice to have you on the program. >> thank you, maria. your firm did the nyc ice deal, a number of other deals. advisory business...
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Feb 5, 2013
02/13
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i think bodes well for the u.s. and bodes well for many stocks in those industries. >> how, do you -- go ahead. >> a poultry specific issue for china. the car sales in china is supposed to be off the chart so i think it's getting better, a and the stock market is it telling us that. other companies are starting to bring their manufacturing to the united states because the natural gas price is so low over here. >> yeah. they are also going to mexico. ed, jump in here. how do you invest it? >> well, i'll tell youing everything that they are saying i agree w.china obviously got hurt a little bit. their growth slowed down but the rest of the world looks good, and my biggest fear is one of them is europe. kind of quiet and the printing of money has put a band-aid and i think we'll see something thee unsettling to our markets. additionally down the road be ready for problems in japan. currency being devalued and right now we're in a good position with stocks. to me the most risky investments out there today are the ones w
i think bodes well for the u.s. and bodes well for many stocks in those industries. >> how, do you -- go ahead. >> a poultry specific issue for china. the car sales in china is supposed to be off the chart so i think it's getting better, a and the stock market is it telling us that. other companies are starting to bring their manufacturing to the united states because the natural gas price is so low over here. >> yeah. they are also going to mexico. ed, jump in here. how do...
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Feb 7, 2013
02/13
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>> about 70% non-u.s. buying. >> in bell what are for? >> coming from latin america, canada, it's amazing. it's a u.n. of people with affluence coming into that market. >> only 30% american? w too, right? >> it's right down the street. >> it's a quandary. i was so glad you said you wanted to come on the show. you may be the largest. thanks to the president and ceo of starwood hotels. it's hot. it's going to get hotter. stay with cramer. >>> coming up -- can you handle the heat? cramer gets you fired up for a searing hot "lightning round." all stations come over to mission a for a final go. this is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers. >>> it is time, it is time for the "lightning round." what's -- and the question at a time. my staff does this on the fly. we have this sound and then the "lightn
>> about 70% non-u.s. buying. >> in bell what are for? >> coming from latin america, canada, it's amazing. it's a u.n. of people with affluence coming into that market. >> only 30% american? w too, right? >> it's right down the street. >> it's a quandary. i was so glad you said you wanted to come on the show. you may be the largest. thanks to the president and ceo of starwood hotels. it's hot. it's going to get hotter. stay with cramer. >>> coming up...
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Feb 4, 2013
02/13
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s&p has gotten ahead of the u.s. government by putting out its own press release saying it would be without factual or legal merit for the doj to sue. as we previously also reported, there were at least -- there was a desire on the part of the doj to get at least a billion dollar settlement and admission of guilt from s&p to drop the charges. s&p said no thank you. it would be a long time until we go to court, but this is an interesting potential case and certainly an important news story that is having significant pressure on both mcgraw-hill stock price and interestingly on that of moody's despite according to our sources there does not seem to be a case mounted against moody's president . at least at this point. >> selling off just in case though. >> absolutely. we're looking at the stock markets reaction. stay right there. we want to get reaction from brian belski and bob pisani. what about this? when you see a move like this in these stocks while we're waiting. what do you want to do? >> first off it was five ye
s&p has gotten ahead of the u.s. government by putting out its own press release saying it would be without factual or legal merit for the doj to sue. as we previously also reported, there were at least -- there was a desire on the part of the doj to get at least a billion dollar settlement and admission of guilt from s&p to drop the charges. s&p said no thank you. it would be a long time until we go to court, but this is an interesting potential case and certainly an important news...
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Feb 8, 2013
02/13
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the u.s. postal service®, no business too small. is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. on the 2013 lexus gs. all stations come over to mithis is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is connecting today's leading companies to places beyond it. siemens. answers. we asked total strangers to watch it for us. thank you so much. i appreciate it. i'll be right back. they didn't take a dime. how much in fees does your bank take to watch your money? if your bank takes more money than a stranger, you need an ally. ally bank. your money needs an ally. >> i'm jim cramer. welcome to my world. >> you need to get in the game. >> firms are going to go out of business and he's nuts! they're nuts. they know nothing. >> i always like to say that
the u.s. postal service®, no business too small. is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. on the 2013 lexus gs. all stations come over to mithis is for real this time. step seven point two one two. verify and lock. command is locked. five seconds. three, two, one. standing by for capture. the most innovative software on the planet... dragon is captured. is...
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Feb 19, 2013
02/13
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the u.s. stock market is the best place to put money right now. that's a positive feedback loop that's helping. you want to see a positive? this is the market, the bottom of november. this is total stock market. vanguard's total stock market. u.s., all of it. this is the total bond market. you're up 13% since november. total bond markets down 2 or 3%. that's a positive feed back loop. that will break someday. that's not going to continue forever. for the moment nothing is changing it. what would. homeowners index surprising. if you look at the numbers, traffic was lighter than anticipated. it was supposed to be home. we saw home building stocks like len ar, they are looking a little topy. look at lennar, they have been looking a little topy. that's what i mean. the market doesn't seem to be worried. it wasn't worried last week. i thought walmart, the leak from walmart saying higher taxes were hurting walmart. it hurt walmart, certainly, look at that but hasn't stopped overall market. that's th
the u.s. stock market is the best place to put money right now. that's a positive feedback loop that's helping. you want to see a positive? this is the market, the bottom of november. this is total stock market. vanguard's total stock market. u.s., all of it. this is the total bond market. you're up 13% since november. total bond markets down 2 or 3%. that's a positive feed back loop. that will break someday. that's not going to continue forever. for the moment nothing is changing it. what...
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Feb 22, 2013
02/13
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here is the news, dow jones reporting the u.s. justice department and gulf coast states are thinking of offering bp $16 billion deal to settle civil claims related to the deadly 2010 deep water horizon incident. bp up 10%. thank you. >> talking about moving up, markets are moving higher. we will see how we goes into the close here. couple of down days. we will come back to the tune of 94 point to the dow. let's see if we can get back it 14,000. >>> and coming up next, boozy dose of hope yum to drown our slow down sorrows and more earnings. three things that every retail investor needs to know. before we go, most awesome video of the week. who said cheer leading isn't a sport. mine was earned in djibouti, africa, 2004. the battle of bataan, 1942. [ all ] fort benning, georgia, in 1999. [ male announcer ] usaa auto insurance is often handed down from generation to generation because it offers a superior level of protection and because usaa's commitment to serve the military, veterans, and their families is without equal. begin your
here is the news, dow jones reporting the u.s. justice department and gulf coast states are thinking of offering bp $16 billion deal to settle civil claims related to the deadly 2010 deep water horizon incident. bp up 10%. thank you. >> talking about moving up, markets are moving higher. we will see how we goes into the close here. couple of down days. we will come back to the tune of 94 point to the dow. let's see if we can get back it 14,000. >>> and coming up next, boozy dose...
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Feb 5, 2013
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. >> rick santelli, how much of today's rally in u.s. equities is because of a rally in the euro, a strong european rally after strong data this morning? >> when i came in lately, if the nikkei is down, this means european bur european bourses are up. i see the improvement. right around 135.80 and many thought we'd slip under 135. the euro correction, i can't tell whether it's over, but many traders don't think we'll see 137.5 in a while. treasuries once again, slightly above 2%, been there, done that, but it's still important because we haven't seen a huge rally pushing yields down for 2013. nothing big with big depth. and lumber, lumber today, as you see an intraday chart, was up, i think it's 2.4% which ends up being $10, maximum allowed. here's what's fascinating. open that chart up year-to-date, haven't taken out some recent highs, but if you pull back to a chart going to '05, could you clearly see we're getting to a zone we haven't seen since april of '05, and it's a testament that we have moved past the inflexion point. we're not
. >> rick santelli, how much of today's rally in u.s. equities is because of a rally in the euro, a strong european rally after strong data this morning? >> when i came in lately, if the nikkei is down, this means european bur european bourses are up. i see the improvement. right around 135.80 and many thought we'd slip under 135. the euro correction, i can't tell whether it's over, but many traders don't think we'll see 137.5 in a while. treasuries once again, slightly above 2%,...
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Feb 1, 2013
02/13
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maybe the u.s. government should do that. let's take medicare and medicaid and put them all into the state exchanges. the problem is you can't pay that. >> you can't. can't afford it. >> i'll give you last word on this, phil. >> it looks like this is turning into an effort to blame unions for the health care mess that we have been in for a long time. we spend more money in health care than any country with mediocre outcomes. it would have been nice if the republicans, when they were in charge of the white house for many years, tackle this problem. >> i agree with you on that. in that sense, i'm not going to be partisan. now that the labor union democratic supporters of obama read the fine print, and we all get a taste of the cost overruns and the potential tax hikes, people are going to go nuts over this. they're not going to buy into it. i got to get out of here. grace-marie, phil, appreciate it. we're just about an hour away from a program here on cnbc that people are just dying the see. it's all about the big bucks and big
maybe the u.s. government should do that. let's take medicare and medicaid and put them all into the state exchanges. the problem is you can't pay that. >> you can't. can't afford it. >> i'll give you last word on this, phil. >> it looks like this is turning into an effort to blame unions for the health care mess that we have been in for a long time. we spend more money in health care than any country with mediocre outcomes. it would have been nice if the republicans, when...
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Feb 13, 2013
02/13
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the u.s. that's positive. we feel like europe has bottomed out and service provider leadership. but they told the analysts, be cautious in your modeling. so, they're giving these numbers, they feel like they can hit them but they are saying there are headwinds out there, so be cautious. >> jon fortt, thank you for that. keep in mind that cisco is notorious for being a conservative guider. meantime, let's get to the top trades for today. and tim, we go to you. >> well, i'm going to southern texas, also known as mexico, one of the best performing markets in the world. we are sellers of mexico, doing it through the eww. this has been one of not only the best performing markets in the world but a place people have expected higher earnings. they really told you that growth is slowing, so, mexico, i realize a lot of people may be a little bit out of your belly wick, this is an interesting call -- >> is it very core lated to the u.s. market? >> it has been. and one of the reasons with the housing imp
the u.s. that's positive. we feel like europe has bottomed out and service provider leadership. but they told the analysts, be cautious in your modeling. so, they're giving these numbers, they feel like they can hit them but they are saying there are headwinds out there, so be cautious. >> jon fortt, thank you for that. keep in mind that cisco is notorious for being a conservative guider. meantime, let's get to the top trades for today. and tim, we go to you. >> well, i'm going to...
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Feb 1, 2013
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we're over a $20 billion u.s. software company. we're delivering much more than $5.5 billion in profit. so the company has to grow profitably. most importantly, though, we want to focus on the customer. if we can have the users of our technology love us, we'll reach the one billion users by 2015. we'll be a greater than 20 billion euro software company, which is somewhere closer to $30 billion. and we'll have 35% operating margins so we deliver a lot of flow through to shareholders. this is who we are. profitable revenue growth driven by customer innovation, it is all about winning for the customer. >> you've also tapped in -- i've been trying to figure out ever since i heard it on the intel call how to make money off the phablet, which is the phone and the tablet. you guys have figured it out. >> our big idea is to be device agnostic, so all the devices are supported by s.a.p. >> you don't care. >> it's all good. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their custome
we're over a $20 billion u.s. software company. we're delivering much more than $5.5 billion in profit. so the company has to grow profitably. most importantly, though, we want to focus on the customer. if we can have the users of our technology love us, we'll reach the one billion users by 2015. we'll be a greater than 20 billion euro software company, which is somewhere closer to $30 billion. and we'll have 35% operating margins so we deliver a lot of flow through to shareholders. this is who...
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Feb 27, 2013
02/13
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becoming the third state in the u.s. to make that move. >>> before the break, big down movers on this wednesday afternoon with the dow jones industrial average up 132 points. look at the cap, up. [ man ] i've been out there most of my life. you name it...i've hooked it. but there's one... one that's always eluded me. thought i had it in the blizzard of '93. ha! never even came close. sometimes, i actually think it's mocking me. [ engine revs ] what?! quattro!!!!! ♪ >>> 150,000 people packed into st. peters square at the vatican today for pope benedict xvi's final audience. the pontiff talked about his decision to advocate. >> the vatican is rolling the dice on a new pope so to speak. look at moves on boyd, caesar's, las vegas sands and mgm resorts. all significant movers today. new jersey becoming the third state now to legalize on-line gambling behind nevada and delaware. garden state's governor, chris christie. i'm the only man who can block chris christie, frankly. he assigned a bill on tuesday that will include his
becoming the third state in the u.s. to make that move. >>> before the break, big down movers on this wednesday afternoon with the dow jones industrial average up 132 points. look at the cap, up. [ man ] i've been out there most of my life. you name it...i've hooked it. but there's one... one that's always eluded me. thought i had it in the blizzard of '93. ha! never even came close. sometimes, i actually think it's mocking me. [ engine revs ] what?! quattro!!!!! ♪ >>>...
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Feb 22, 2013
02/13
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the u.s. postal service®, no business too small. >>> it's gone largely unnoticed but a new report today warns federal retirement pensions could go bankrupt. they could. get this. the unfunded liability of the federal government's pension system surged to $761.5 billion in 2011 and that's up 139 billion from its deficit in 2010. let's discuss this. we have steer moore, keith boykin. steve they are down $760 odd billion. how will this get resolved. it's like social security. >> yeah. by the way, washington, d.c. pension deficit is better than california's. that's a big number you're talking about here. i want to emphasize one thing to the viewers. this has nothing to do with the budget deficit that you guys were just talking about. this is an addition to the trillion dollar deficits we're running. these are not officially on the books. it's money that the federal government owe these federal retirees. i would make two comments about it. number one, as you know, you covered this, the federal pen
the u.s. postal service®, no business too small. >>> it's gone largely unnoticed but a new report today warns federal retirement pensions could go bankrupt. they could. get this. the unfunded liability of the federal government's pension system surged to $761.5 billion in 2011 and that's up 139 billion from its deficit in 2010. let's discuss this. we have steer moore, keith boykin. steve they are down $760 odd billion. how will this get resolved. it's like social security. >>...
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Feb 21, 2013
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the u.s. postal service®, no business too small. >>> it is time. it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, i don't know the calls or stock questions ahead of time. play until this sound -- and then the "lightning round" is over. are you ready skee-daddy? time for the "lightning round" on cramer's "mad money." dave in mississippi, dave? >> caller: hey, jim, big boo-yah to ya from columbus air force base in mississippi. my stock tonight is u.s. airways. >> i've been waiting for a pullback. i've been waiting for a pullback on this because this group has gotten hot. you're getting the pullback, i'd pull the trigger. bill in arkansas, please, bill? >> caller: boo-yah from the land of opportunity, advance auto parts. >> okay. i like advanced auto parts and i would be a buyer of it. let's go to keith in georgia, please. keith? >> caller: hey, jim, a big low country savannah, georgia, boo-yah to ya. >> wow. what's up? >> caller: i've been looking at coach, do you think it's time to buy on the recent weakness? >> i can'
the u.s. postal service®, no business too small. >>> it is time. it is time for the "lightning round" on cramer's "mad money." rapid-fire calls, i don't know the calls or stock questions ahead of time. play until this sound -- and then the "lightning round" is over. are you ready skee-daddy? time for the "lightning round" on cramer's "mad money." dave in mississippi, dave? >> caller: hey, jim, big boo-yah to ya from columbus air...
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Feb 6, 2013
02/13
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the u.s. postal service®, no business too small. [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. [ticking] >> if michael mckubre is right about his experiment, it could change everything. it could end our dependence on oil, end the threat of global warming, and provide unlimited power. >> for example, the laptop would come pre-charged with all of the energy that you would ever intend to use. >> automobiles? >> same. [ticking] >> they've constructed one of the largest, most sophisticated machines ever built to try and replicate what the universe was like just a few nanoseconds after it was created. >> why do you want to do that? >> why wouldn't you want to know that? >> well, you'd want to know it, but, you know, spending $8 billion to find o
the u.s. postal service®, no business too small. [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. [ticking] >> if michael mckubre is right about his experiment, it could change everything. it could end our dependence on oil, end the...
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Feb 26, 2013
02/13
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looks like it's established in the u.s. and internationally. >> i think you have done a lot of homework. i think your reasoning makes sense. you did say it was speculative and the company has had a kind of roller coaster earnings pattern. as long as you recognize there's a time to get on and a time to get off like ecclesiastes, you're in good shape. like fitzgerald said, the rich are different from you and me. the high-end retailers like ralph lauren and lulu lemon are in high demand. after the break i'll try to save you more money. >>> coming up, times are a-changing. cramer has more fresh-faced companies that could be setting themselves up to be big names for years to come. >>> next up, the greasy spoon and neighborhood grocer are becoming a thing of the past. but these rising stars are filling their shoes. find out if they should fill your portfolio. uh, i'm in a timeout because apparently riding the dog like it's a small horse is frowned upon in this establishment! luckily though, ya know, i conceal this bad boy underne
looks like it's established in the u.s. and internationally. >> i think you have done a lot of homework. i think your reasoning makes sense. you did say it was speculative and the company has had a kind of roller coaster earnings pattern. as long as you recognize there's a time to get on and a time to get off like ecclesiastes, you're in good shape. like fitzgerald said, the rich are different from you and me. the high-end retailers like ralph lauren and lulu lemon are in high demand....
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Feb 4, 2013
02/13
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a bank like wells fargo, u.s. bancorp, little exposure to weaken europe and very strong managements. citigroup, jpmorgan, morgan stanley with tremendous exposure to the continent. that's why at times i've had to dismiss the earnings per share gains entirely at the moment if the cohort was rally out of favor. but i never just forgot them. instead, i tried to figure out which ones can at times break the tug of the sector, the gravitational pull and which ones can really shine because if the sector falls back into favor, i've got to be ready. for example, ever since the market's gigantic bottom in 2009, we've seen many sectors of retail and individual stocks within those sectors outperform. i like to listen to the earnings calls of all the retailers. given times, i'm rapt by the groups doing the best. by far the top performers during this period have been the di discount stores. notably dollar general and dollar tree. when i see the markets money go to retail, i go back to my earnings report memory and reach for thes
a bank like wells fargo, u.s. bancorp, little exposure to weaken europe and very strong managements. citigroup, jpmorgan, morgan stanley with tremendous exposure to the continent. that's why at times i've had to dismiss the earnings per share gains entirely at the moment if the cohort was rally out of favor. but i never just forgot them. instead, i tried to figure out which ones can at times break the tug of the sector, the gravitational pull and which ones can really shine because if the...
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Feb 27, 2013
02/13
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and giving us jobs. >> that qualifies as u.s. >> it is giving us money in the u.s. you have chath noog a tennessee, building past sats there and i also think they overlooked on the list the jetta diesel. it is completely overlooked and a hybrid that gets better fuel economy than a lot of had i brids out there. i have a deasel and fell in love with it. i think it is fantastic. she have sigh coming out with their own diesel. >> it is very interesting. are the hybrids going to make it? are the electric battery cars going to make it? >> i think you need to have radical angz in technology to work. they're too heavy. too bulky. too limited in range. so the hybrid is a way of making an even more complicated vehicle because now you have combustion engine plus an electric one. i frankly think that better than that would not gas powered thing. >> i owned a hybrid suv and i won't name the name, but it was a disaster. thank you. you're all great to do this. that's it for this evening's show. i am larry kudlow. i own an american car and didn't get a bailout either. we will see y
and giving us jobs. >> that qualifies as u.s. >> it is giving us money in the u.s. you have chath noog a tennessee, building past sats there and i also think they overlooked on the list the jetta diesel. it is completely overlooked and a hybrid that gets better fuel economy than a lot of had i brids out there. i have a deasel and fell in love with it. i think it is fantastic. she have sigh coming out with their own diesel. >> it is very interesting. are the hybrids going to...
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Feb 18, 2013
02/13
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relative to the u.s. again, for a country that has its own printing press, you have to wonder if it's not more about inflation concerns. >> it is well and truly alive in britain with regard to its curren currency. plenty more to come on "worldwide exchange." see you in a few minutes. >>> the yen resumes its slide lower. the nikkei is up. the finance minister defending his stimulus plan in a cnbc exclusive. >> uk finance minister george osborne denies a warning to japan and says leader less follow through with their pledge. >> we have a common approach to this and the common approach is we're not going to use currencies as a tool of economic warfare. >> and investors say the latest restructuring, natixis is up after the french lender unveils a simpler structure and the special dividend. >> and the latest polls suggest bersani's party has a narrow lead in itly. jay you're watching "worldwide exchange," bringing you business news from around the globe. >>> markets are relatively quiet, save for japan. get to
relative to the u.s. again, for a country that has its own printing press, you have to wonder if it's not more about inflation concerns. >> it is well and truly alive in britain with regard to its curren currency. plenty more to come on "worldwide exchange." see you in a few minutes. >>> the yen resumes its slide lower. the nikkei is up. the finance minister defending his stimulus plan in a cnbc exclusive. >> uk finance minister george osborne denies a warning to...
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Feb 6, 2013
02/13
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number one, we are one of the largest natural organic food and personal care companies in the u.s. and the world. our last nielsen numbers that came out, you know, we're growing at 10% on retail stores. you know, in our quarter last night, our growth was up up 25%, organic growth is up 9.4% in the u.s. we had hurricane sandy in there, stores were closed for a week. our margins improved dramatically. 72 -- >> at a time when everyone else in the food business is telling me that food costs went up. >> food costs went up. we earned 72 cents. our earnings per share were up 55%. so i guess what else can we do to make our shareholders happy? and i think our long shareholders will be happy. the article, hey, when you come back -- >> i had to bring it up. >> sure. >> it hammered the stock. >> is there trouble in tea land? of course there's not trouble in tea land. is there going to be competition coming after us? absolutely. and i've said this before. she's doing a great thing. >> pepsico. >> to bring more healthier foods. i can't change the way the world eats, you know, with hain itself. e
number one, we are one of the largest natural organic food and personal care companies in the u.s. and the world. our last nielsen numbers that came out, you know, we're growing at 10% on retail stores. you know, in our quarter last night, our growth was up up 25%, organic growth is up 9.4% in the u.s. we had hurricane sandy in there, stores were closed for a week. our margins improved dramatically. 72 -- >> at a time when everyone else in the food business is telling me that food costs...
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Feb 21, 2013
02/13
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sluggish and up 60% in the u.s. we believe the international piece will show improvements that will allow them to guide slightly higher than where the street's at for the march quarter. so we've done some fundamental work in two of their countries. uk being the biggest one and we think we will see this turn point. if that happens, stock will likely fwo go higher despite the fact it doubled. >> what can go wrong. >> if we are right about the lift or improvement international, the product they are selling, groupon goods, tend to lower margin. the one risk is we think this is positive for revenue but that drives the stock higher. one of the concerns we have is goods number means for the overall gross margin. >> groupon has been a push company. they fill your in box with stuff. fewer people are checking them out. it's trying to become a pull company, a mobile company. is it doing it well, gene, and is groupon the same company it was 12 months ago? >> it's a different company than it was 12 months ago, and i think that w
sluggish and up 60% in the u.s. we believe the international piece will show improvements that will allow them to guide slightly higher than where the street's at for the march quarter. so we've done some fundamental work in two of their countries. uk being the biggest one and we think we will see this turn point. if that happens, stock will likely fwo go higher despite the fact it doubled. >> what can go wrong. >> if we are right about the lift or improvement international, the...
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Feb 6, 2013
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in a recent report, they said that 52% of all particle physicists, of all u.s. particle physicists are here working on things. there's a lot. >> you feel any pressure? >> absolutely. >> really? how hard have you been working? >> well, i haven't been to the grocery store in five weeks. so i think i have a jar of mustard and a stick of butter in my refrigerator right now. >> feel like you're part of something historic? >> absolutely, yeah. >> it's like opening a whole new window that you never saw before. and you open the window, and you get a whole new vista of things that might happen that you didn't have access to before. so from a scientist's point of view, it's the biggest thing to happen in particle physics in, say, 20 or 30 years. >> yeah. >> what's the average person gonna get out of this? >> what the--the best thing is, we don't know. >> some scientists believe the experiment could lead to the discovery of other dimensions beyond length and width and depth. they've long suspected that they exist, but lack the knowledge to detect them. they also hope to le
in a recent report, they said that 52% of all particle physicists, of all u.s. particle physicists are here working on things. there's a lot. >> you feel any pressure? >> absolutely. >> really? how hard have you been working? >> well, i haven't been to the grocery store in five weeks. so i think i have a jar of mustard and a stick of butter in my refrigerator right now. >> feel like you're part of something historic? >> absolutely, yeah. >> it's like...
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Feb 21, 2013
02/13
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the ceo of the u.s. tire maker, titan, making industrial tires and so forth, turning done a rescue of a good year plant closed in the country. maurice taylor saying he has no interest because french workers get paid too much and they only work three hours a day. they take an hour-lunch, take another break and talk talk three hours a day. >> when we work, we work better. it may be about to go into a tail spin. could be a major story in 2013. >> could become another sick man in europe, kayla. >> i don't understand, why, if he is worried about saving french jobs, french industry minister, why he didn't go to michelin. here, maurice taylor says i will drive michelin out of business. i want michelin if i'm going to the government. >> a clothing line called rain, heat and snow. so kayla, a jacket for you for chance? >> i'm thinking probably no. if this is an attempt tocate toert younger class to make the post office relevant again, ininstead of doing something like releasing a clothing line, invest in technolo
the ceo of the u.s. tire maker, titan, making industrial tires and so forth, turning done a rescue of a good year plant closed in the country. maurice taylor saying he has no interest because french workers get paid too much and they only work three hours a day. they take an hour-lunch, take another break and talk talk three hours a day. >> when we work, we work better. it may be about to go into a tail spin. could be a major story in 2013. >> could become another sick man in...
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Feb 15, 2013
02/13
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the u.s. session here, we just had empire state manufacturing crossing, turning positive for the first time since july. we see futures hugging the flat line pretty much. the s&p with a bias towards the green. in europe, the d-20 meeting is underway in moscow. your mixed bag as we have spain in the negative. japan's nikkei, that's one that's notable, dropping as yen strengthen for the fourth straight session. hang seng is wup and kospi is flat. >> our road map begins with a valentine that carl ichichan. it's the latest sell in the battle of the billionaires as the shorts feel the squeeze. >> apple emerges as the battleground stock with the likes of einhorn and tsiros and low, getting out. >> they are off the boat. passengers on the carnival triumph finally disembarked in mobile, alabama, but the trouble may be far from over which facing the public airing from passengers, pictures and potential lawsuits. >> and many hedge fund managers seem to be abandoning the precious metal. let's start with h
the u.s. session here, we just had empire state manufacturing crossing, turning positive for the first time since july. we see futures hugging the flat line pretty much. the s&p with a bias towards the green. in europe, the d-20 meeting is underway in moscow. your mixed bag as we have spain in the negative. japan's nikkei, that's one that's notable, dropping as yen strengthen for the fourth straight session. hang seng is wup and kospi is flat. >> our road map begins with a valentine...
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Feb 21, 2013
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so, you know, there is a lot of growth out there that is not u.s. that is very significant to walmart. it does move the needle. >> mike khouw, where do you fall on walmart? >> i think walmart is a fair value story right here. it's a low beta name. if we have a market pull-back, that's going to be helpful. it got ahead of itself last october and started to price like it was going to have more significant growth. i hear what karen is saying, there is an international growth story, but this is seeing top line and eps growth year on year of 5% and probably not going to see better than that. and this is really just a law of large numbers type of a thing, that even if you do see that international growth, it's just hard to push it. interesting that she compares it to amazon, you know, walmart once upon a time was that high multiple name, back in 2000 and it grew into it over time. >> all right. let's move on, talki about the housing rebound. prices marked the biggest percent gain in eight years. our next guest says that conditions have never been better t
so, you know, there is a lot of growth out there that is not u.s. that is very significant to walmart. it does move the needle. >> mike khouw, where do you fall on walmart? >> i think walmart is a fair value story right here. it's a low beta name. if we have a market pull-back, that's going to be helpful. it got ahead of itself last october and started to price like it was going to have more significant growth. i hear what karen is saying, there is an international growth story, but...
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Feb 27, 2013
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i like u.s. equities, i like emerging market equities and if you're going to be in thick income, be on the credit side. i look at what zbois going on i the united states with corporate america sitting there with a cash on their balance sheets and think we're poised to do well for the next couple of years. >> why do you see growth improving overseas? we know china may be coming back but they're flooding their system with the shadow banking, so their leverage increased dramatically. in europe, the growth has gone the other way. it has declined and worsened there. >> i don't view europe as emerging markets are much more interesting. china, it seems to have stabilized. it had been an area of concern. i don't think it is going to surge tremendously, i think they have it under control which is a plus. i think other parts of the emerging markets are looking pretty corrective as well. >> are you at all worried that italy could upset the view and the direction of the market, at least in the near term? >>
i like u.s. equities, i like emerging market equities and if you're going to be in thick income, be on the credit side. i look at what zbois going on i the united states with corporate america sitting there with a cash on their balance sheets and think we're poised to do well for the next couple of years. >> why do you see growth improving overseas? we know china may be coming back but they're flooding their system with the shadow banking, so their leverage increased dramatically. in...
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Feb 8, 2013
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the u.s. then you can blow that out overseas, when you have the taint of china. i'm questioning why the stock isn't down $1. >> you've got to take a look at the asia decline, 9.5%. a lot of that was japan. japan is a huge component of that number. japan was down 17%. that cannot be ignored when it comes to asia. >> a lot going in japan that is causing the 17%. >> they've had pricing issues over the past couple of years. not sure specific to january. they did say february would be impacted, could be as much as 3%, because the year ago had an extra leap year day. december was impacted by the fact they were open on christmas day. it's really come down to that incremental, that marginal day you get every month. >> i remember when coca-cola had high single-digits in japan. i'm giving don the benefit of the doubt. i want to know what you think. you spent a lot of time with him. >> don, of course, is an engineer, so he knows operations. their coo was the old asia pacific guy. the management is well e
the u.s. then you can blow that out overseas, when you have the taint of china. i'm questioning why the stock isn't down $1. >> you've got to take a look at the asia decline, 9.5%. a lot of that was japan. japan is a huge component of that number. japan was down 17%. that cannot be ignored when it comes to asia. >> a lot going in japan that is causing the 17%. >> they've had pricing issues over the past couple of years. not sure specific to january. they did say february would...
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Feb 20, 2013
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the u.s. session. over here, the action's started. the sterling/dollar behind me, down .8%. we did fall below the 154 level. guys, we've been flirting with 153, below 153 in the last couple of minutes, as well. the first time we've been at these levels since last july. more significantly it comes as the bank of england saw governor king who's leaving outvoted with others on wanting to increase the size of the quantitative easing program. don't expect that they're sort of shedding any tears over the strong market reaction today when those minutes pass. the bank of england saying the weaker sterling is good for growth. a lot of britains tonight agree as they look at a continuing rob of their discretionary purchasing power. that story is something not just britain is dealing with for the time being. what it is doing, if we can flip over to the market reaction for stocks, is helping bolster the ftse. so after hitting the five-year highs, now punching above the 6,400 level for the first time since
the u.s. session. over here, the action's started. the sterling/dollar behind me, down .8%. we did fall below the 154 level. guys, we've been flirting with 153, below 153 in the last couple of minutes, as well. the first time we've been at these levels since last july. more significantly it comes as the bank of england saw governor king who's leaving outvoted with others on wanting to increase the size of the quantitative easing program. don't expect that they're sort of shedding any tears over...
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Feb 8, 2013
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if not the u.s. stock market, then where? what are the alternatives if in fact this -- this materializes. what's the alternative? >> well, my outlook, maria, is that there's going to be a deflationary scenarios and if it's deflationary there's very few places to put your money. for the first time in a very, very long time, to everyone's surprise, cash may well be king. >> buy japan, maria. it's up 24% off its novello. we just put out a target 1,200, it's 940, 26% above this level. you think you can buy some japan. buy some defensive. there were stocks that went up even during the depression so you want to own your health care and your food and own your beverage and global gorillas that have exposure to the underlying global growth. that's where i think you can hide. master limited partnerships. you'll get yield. buy bce, bell canada enterprise is, the thing yields 5.2%, versus flat a year ago. >> thank you, guys. >> peter, i'll see you next time, and the next time you leave california, don't come when there's a blizzard comin
if not the u.s. stock market, then where? what are the alternatives if in fact this -- this materializes. what's the alternative? >> well, my outlook, maria, is that there's going to be a deflationary scenarios and if it's deflationary there's very few places to put your money. for the first time in a very, very long time, to everyone's surprise, cash may well be king. >> buy japan, maria. it's up 24% off its novello. we just put out a target 1,200, it's 940, 26% above this level....
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Feb 6, 2013
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the u.s. dollar. in asia, china up eighth straight session. nikkei highest level since september of 2008. disney set to open at record highs. strength in media networks. word that it's planning films based on "star wars" characters. >>> zynga, revenues continue to fall and the social gaming company said 2013 would be profitable. >>> company seeing momentum in america's improvement in europe and big margin gains for 2013 for ralph lauren. >>> the post office could be eliminating or cutting back deliveries on saturday. we'll explain. they carry the official announcement at 10:00 a.m. this morning. >>> we start with disney. shares rising pre-market, set to open at all-time highs at fiscal fourth quarter profits beat the markets. growing attendance at the theme parks. real news came during bob iger's interview with our own julia boorstin. >> in fact, we are working on a few stand-alone films. larry kazden and simon ginberg are working on films derived on "star wars" characters that are not part of
the u.s. dollar. in asia, china up eighth straight session. nikkei highest level since september of 2008. disney set to open at record highs. strength in media networks. word that it's planning films based on "star wars" characters. >>> zynga, revenues continue to fall and the social gaming company said 2013 would be profitable. >>> company seeing momentum in america's improvement in europe and big margin gains for 2013 for ralph lauren. >>> the post office...
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Feb 28, 2013
02/13
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and you know what, we're only selling little over 10% of the pizzas in the u.s. there's still a lot of share for us to take. at the same time, the international side as you know, we've still got a long, long way for us to run there. we're feeling pretty good about where we are. >> okay. now, you've got the handmade pan pizza which you point-blank say may be the most successful launch. how does it work? did you guys -- remember when you did the campaign which said, listen, our pizza's got to taste better? why didn't you do this one? someone said we ought to have this too? >> you know, pan pizza is 20% of the category in the u.s. and we really haven't played there. and the opportunity for us was to have a handmade pan pizza that was going to be a serious entry there and really where we got the pick-up in the fourth quarter were existing dominos customers who would go somewhere else when they felt like a pan pizza. and, you know, so these are mostly people that we already did business with, they wanted a great pan, we didn't give it to them before, now we do. and th
and you know what, we're only selling little over 10% of the pizzas in the u.s. there's still a lot of share for us to take. at the same time, the international side as you know, we've still got a long, long way for us to run there. we're feeling pretty good about where we are. >> okay. now, you've got the handmade pan pizza which you point-blank say may be the most successful launch. how does it work? did you guys -- remember when you did the campaign which said, listen, our pizza's got...
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Feb 27, 2013
02/13
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we've been watching the u.s. equity futures. after triple-digit gains for the market yesterday, you see a little bit of a pullback this morning. dow futures down by 15 points. s&p futures off by 2.5 points. and the dow recovering more than half of monday's losses with yesterday's big gains. it was about 115-point gain yesterday for the dow. today we're assembling a group of some of the most season's veterans on wall street, offering guidance on where to best position investments from here. among our guests, jim o'shaughnessy, chief quit strategist bob doll, s&p's alec young, and former new york fed staffer dino kos. a big part of the market rally store is housing. and some signs of recovering. real estate firm trulius will join us with the latest numbers. then we'll have breaking economic numbers. we've got january durable good that's are set to hit the tape at 8:30 eastern time. economists looking for a drop of 5.3%. before we get to that, andrew has this morning's top corporate headlines. good morning, andrew. >> hey, becky. y
we've been watching the u.s. equity futures. after triple-digit gains for the market yesterday, you see a little bit of a pullback this morning. dow futures down by 15 points. s&p futures off by 2.5 points. and the dow recovering more than half of monday's losses with yesterday's big gains. it was about 115-point gain yesterday for the dow. today we're assembling a group of some of the most season's veterans on wall street, offering guidance on where to best position investments from here....
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Feb 6, 2013
02/13
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u.s. equity futures suggest a flat open. dow opened higher by maybe seven points, making headlines, rbc says it expects to pay "significant penalties to settle regulatory probes into ribbing lie bor and other benchmash interest rates." fines at $627 million. though the bank didn't specify amounts. >>> cftc commissioner bart chilton will join us at 8:00 eastern time to discuss. >>> andrew, big story of the morning. >> disney beating the street with its quire results. ceo -- ceo bob iger talking about "star wars" news. >> in fact we are working on stand-alone films. larry kazden working on films derived from great "star wars" characters that are not part of the overall saga. we still plan to make "star wars" seven, eight, and nine over a six-year period starting in 2015. there are going to be a few other films released in that period of time, too. >> does that wean we'll get a chewbacca film? i want r2-d2, but chewbacca the early years. >> let's talk about -- talk to anthony diclementy. the question is whether analysts are thi
u.s. equity futures suggest a flat open. dow opened higher by maybe seven points, making headlines, rbc says it expects to pay "significant penalties to settle regulatory probes into ribbing lie bor and other benchmash interest rates." fines at $627 million. though the bank didn't specify amounts. >>> cftc commissioner bart chilton will join us at 8:00 eastern time to discuss. >>> andrew, big story of the morning. >> disney beating the street with its quire...
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Feb 14, 2013
02/13
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take a look at shares of lcc, that's u.s. airways, compare them with the airline index which hasn't been too shabby itself, no comparison at all. we should point out carl, a number of analysts have come out today and already said they like the airline sector despite the idea that the airline consolidation play has essentially played out. carl? >> it's going to be interesting to see what they trade on next, phil lebeau joining ounce the amr deal. >>> straight ahead bernie madoff wrote cnbc a letter from his jail cell. >>> and the c oh, of constellation brands is here first on cnbc, we'll talk about the revitzed agreement between anheuser and grupo modelo that has sent the stock soaring. first rick will talk about bonds. >> carl, we'll talk about muni, munis, munis. are munis in your future? that miraculous budget that seemed to balance in california, we'll talk about build america bonds with senior analyst municipal market advisers and who is it? matt fabian. you'll want to see this, about half past the hour. clients are alway
take a look at shares of lcc, that's u.s. airways, compare them with the airline index which hasn't been too shabby itself, no comparison at all. we should point out carl, a number of analysts have come out today and already said they like the airline sector despite the idea that the airline consolidation play has essentially played out. carl? >> it's going to be interesting to see what they trade on next, phil lebeau joining ounce the amr deal. >>> straight ahead bernie madoff...
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Feb 22, 2013
02/13
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>> yeah, i think that the u.s. situation is actually easier to be more relaxed about than the overseas one. although the overseas one is where the value is. so let's deal with the u.s. first. i do think that the -- i mean, let's understand what we're talking about growth. simon, you and i have had this conversation. i think we're talking about small amounts of growth. but i do believe that in the last quarter of last year, the first quarter of this year, you're going to see the slowest period in u.s. growth and you won't see the u.s. go into recession. outside of the u.s., you've had some very, very stimulative measures in japan, and there is a -- because that market has been the real winner, particularly if you haven't known the yen, the nikkei has been on fire. i think there's a lot of expectation for growth coming through in japan. and that really needs to be fulfilled in order for japan to go much higher. and finally, you've got china. i think that's probably where the biggest change is occurring, because there
>> yeah, i think that the u.s. situation is actually easier to be more relaxed about than the overseas one. although the overseas one is where the value is. so let's deal with the u.s. first. i do think that the -- i mean, let's understand what we're talking about growth. simon, you and i have had this conversation. i think we're talking about small amounts of growth. but i do believe that in the last quarter of last year, the first quarter of this year, you're going to see the slowest...
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Feb 13, 2013
02/13
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labor and you know, u.s. labor is very productive and i think it's something that's going to be a cornerstone of how we move forward with the economy. so i'm very encouraged by that, encouraged by some of the companies that are now taking action to do things on american soil. >> that's what's happening for sure, jim, on a broad scale and some big companies, too. jim as always great to see you. thanks so much. >> thank you, carl. >> jim sinegal, former ceo and cofinder of costco. senator marco rubio interrupted his official gop response as you know by taking a sip of water from that poland spring bottle. less than a week after tweeting his frustrations with apple and making a pitch for samsung. other than samsung and poland spring, what product would the senator be a perfect spokesperson for and why? tweet us @squawkstreet, your answers are next. it's delicious. so now we've turned her toffee into a business. my goal was to take an idea and make it happen. i'm janet long and i formed my toffee company through
labor and you know, u.s. labor is very productive and i think it's something that's going to be a cornerstone of how we move forward with the economy. so i'm very encouraged by that, encouraged by some of the companies that are now taking action to do things on american soil. >> that's what's happening for sure, jim, on a broad scale and some big companies, too. jim as always great to see you. thanks so much. >> thank you, carl. >> jim sinegal, former ceo and cofinder of...
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Feb 20, 2013
02/13
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my stock tonight is u.s. airways. >> i've been waiting for a pullback. i've been waiting for a pullback on this because this group has gotten hot. you're getting the pullback, i'd pull the trigger. bill in arkansas, please, bill? >> caller: boo-yah from the land of opportunity, advance auto parts. >> okay. i like advanced auto parts and i would be a buyer of it. let's go to keith in georgia, please. keith? >> caller: hey, jim, a big low country savannah, georgia, boo-yah to ya. >> wow. what's up? >> caller: i've been looking at coach, do you think it's time to buy on the recent weakness? >> i can't tell you to sell it. it's down too much. maybe buy some and when the yield gets to three, buy the rest. let's use that as a strategy. let's go to fred in montana. fred? >> caller: hey, coach cramer. >> what's up? >> caller: how do we set a projection for zts or other ipos? we really thank you for your help. >> okay. thank you. this is a better ipo than most, the animal health spinoff of pfizer, another one i wanted to wait for a pullback, i'm not going to back
my stock tonight is u.s. airways. >> i've been waiting for a pullback. i've been waiting for a pullback on this because this group has gotten hot. you're getting the pullback, i'd pull the trigger. bill in arkansas, please, bill? >> caller: boo-yah from the land of opportunity, advance auto parts. >> okay. i like advanced auto parts and i would be a buyer of it. let's go to keith in georgia, please. keith? >> caller: hey, jim, a big low country savannah, georgia, boo-yah...
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Feb 8, 2013
02/13
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it said "u.s. magazine," but you said "us" magazine. you went back and predepended -- >> thank you. >> he's paying attention. >> you can't get me -- it's 3:30 in the morning, i know. >> you think that's too early for him, andrew, he can't give grief at that hour? >> i want to see you guys in "us magazine" next week out on the golf course. >> is there any video of joe on the -- on the course? >> is there? >> i don't think there is. >> joe, we have a point, let's see you in the bill murray video. >> you've got two more days to play at least. >> last year there was video. we never have video of you fishing, do we, liesman? >> yes, you do. and by the way, i'm more than happy to provide it. but we want to look at that great shot you had. >> actually, casting is something you don't want to do as a golfer and i do do it. the big slice. >> you know who i am, joe. when you go out there to play foss courses, i am the guy who is illegally fishing on the golf courses. i've been thrown off of golf courses around the country. >> that snuck off. >> gu
it said "u.s. magazine," but you said "us" magazine. you went back and predepended -- >> thank you. >> he's paying attention. >> you can't get me -- it's 3:30 in the morning, i know. >> you think that's too early for him, andrew, he can't give grief at that hour? >> i want to see you guys in "us magazine" next week out on the golf course. >> is there any video of joe on the -- on the course? >> is there? >> i don't...
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Feb 27, 2013
02/13
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look at it this way, if the u.s. treasury sells you a cash flow stream, what they're saying is a dollar today is a dollar of annual cash flow is worth hundreds of dollars. on the other hand, a dollar of apple's earnings is worth somewhere in the low teens. if you transfer that low pe cash flow into very high multiple bond flow, that's great. his proposal is essentially that. take part of apple and make it look more like a bond. in theory, that could add value. >> you sound like you're behind that. i wonder if you think the company can be brought around to that point of view. >> well, you know, it's -- it is probably not in the top 1 or 2 things i think about when i think of apple. i think of innovation and the competitive situation. and i also try to draw a distinction between the cash flow, which really is a measure of what kind of a premium they can get for their products versus their cash hoard. the cash hoard is the spoils of past victory. the positive cash flow, that's a measure of how competitive the products a
look at it this way, if the u.s. treasury sells you a cash flow stream, what they're saying is a dollar today is a dollar of annual cash flow is worth hundreds of dollars. on the other hand, a dollar of apple's earnings is worth somewhere in the low teens. if you transfer that low pe cash flow into very high multiple bond flow, that's great. his proposal is essentially that. take part of apple and make it look more like a bond. in theory, that could add value. >> you sound like you're...
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Feb 12, 2013
02/13
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and a cool pad for 1 wh00 u.s. dollars and how they compete when apple has the lead in china is interesting. >> when he says the smartphone market will double in size, there's a lot of question within that how much goes back to apple. >> opposed to other players and some of the domestics there. >> more analysis on tim cook at the san francisco conference coming up. >>> and talking to johnny isakson about the state of the union coming up. >> senator isaacson was rated as the sixth most conservative senator in the senate. we'll talk in about 10 minutes about all the pertinent issues and cost of some issues discussed most likely, state of the union tonight. 10 minutes. that's not ch, you t. except it's 2% every year. go to e-trade and find out how much our advice and guidance costs. spoiler alert: it's low. it's guidance on your terms, not ours. e-trade. less for us. more for you. [ engine turns over ] [ male announcer ] we created the luxury crossover and kept turning the page, writing the next chapter for the rx and
and a cool pad for 1 wh00 u.s. dollars and how they compete when apple has the lead in china is interesting. >> when he says the smartphone market will double in size, there's a lot of question within that how much goes back to apple. >> opposed to other players and some of the domestics there. >> more analysis on tim cook at the san francisco conference coming up. >>> and talking to johnny isakson about the state of the union coming up. >> senator isaacson was...